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Financial Professional

World Financial Group

  • 6 days ago
  • Remote
  • $30,000–$80,000 Per Year
  • Full-time
  • Part-time

Highlights

We are a Fortune 500 Financial Firm in the financial industry focused on helping individuals, families, and businesses have a better financial future through financial literacy. Production base bonus, Team bonus, Lucrative earning potential (i.e., one client can be a $1,000 to 15,000+ commission paycheck).

Numbers & Facts

Location (
Remote)
Job TypeFull-time, Part-time
Salary$30,000–$80,000 Per Year
Company Size10000
Additional CompensationCommission
Websitehttps://Worldfinancialgroup.com

Description

Are you keeping your options open? Here at Transamerica Financial Advisors / World Financial Group (WFG), we are searching for motivated, Entrepreneurial individuals to become some of our brokers. We are a Fortune 500 Financial Firm in the financial industry focused on helping individuals, families, and businesses have a better financial future through financial literacy.

 There are part-time or full-time, Entry-Level or Experienced Financial Service Professional positions available. This is a performance- and commission-based 1099 position in which previous experience is not required due to our amazing training program. Candidates must be US citizens, reside in the US and be able to hold a professional license.

Some of the benefits are:

  • Uncapped Commission Earning Potential.
  • Paid in multiple ways (Producer, Agency Bonus, Yearly Renewals, Stock Options, Profit Sharing, etc.).
  • Production base bonus, Team bonus, Lucrative earning potential (i.e., one client can be a $1,000 to 15,000+ commission paycheck).
  • Get paid up to 8 to 9 times per month.
  • Fully remote; can be hybrid when possible. - Work from home or on the go.
  • Free training and mentorship provided.

Job Responsibilities

  • Provide financial literacy to prospective clients.
  • Help individuals, families, and businesses with their short-, mid-, and long-term financial goals.
  • Assist clients with personal investment and financial planning needs
  • Prepare financial planning recommendations
  • Provide initial financial planning recommendations
  • Implement the financial planning recommendations
  • Qualify prospective clients and enroll them in financial planning services
  • Design a comprehensive financial plan and an investment policy statement.
  • Support the needs of the organization's financial planning
  • Provide comprehensive, objective education and guidance to individuals and families in a telephone, Zoom, and/or personal environment.
  • Provide comprehensive personal financial planning and investment planning to individuals and families.
  • Create a culture of individualized, results-driven financial management and integration for clients and families
  • Provide financial planning for and relationship management with clients.

Qualifications

  • Must be a US citizen residing in the US
  • Must be able to obtain a professional license
  • Must be able to pass a background check
  • Relationship, client, and customer service skills
  • Organized and detail-oriented with great communication skills
  • Ability to work independently and with a team remotely
  • Basic computer skills, including using Zoom
  • Willingness to learn and grow into a leadership role
  • Entrepreneurship is a plus

Benefits

Performance Bonus, Flexible Schedule, Employee Events, Work From Home, Professional Development

About Company

Our company believes in "No Family Left Behind". We believe in financial education and providing resources to every American to help them have a better financial future and achieve their financial goals for themselves and their family. We also have strategies to better help businesses grow and achieve their financial goals. Our commitment is to provide our clients (individuals, families, or businesses) with the tools and support they need, no matter what stage of their journey they are on.

 

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